A President’s Perspective: Inside an $8B Boutique Firm’s Evolution

Episode notes

With Leah Sciabarrasi - President/Managing Partner, Wealth Advisor, Crestwood Advisors Overview Jason Diamond speaks with Leah Sciabarrasi of Crestwood Advisors on building an $8B firm from inception, including how her role evolved, how leadership alignment shapes scale, and how sustained growth is achieved without disrupting the client experience. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… About this episode… There’s a point in this business when success creates a new set of decisions. You can keep building a great practice - serving clients well, growing steadily, and keeping things relatively simple. Or you can make the shift to building an enterprise, where everything changes: how you manage people, create structure, stay aligned, and think about the long term. And once you go down that path, there’s no hiding the gaps.

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